Tanner Williams, financial advisor Bala Cynwyd PA

Tanner Williams

CRD Number: 6951635
Current Firm: Equitable Advisors, LLC

Tanner Williams (CRD# 6951635) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jul 2021 - Current < 1
Pfs Investments Inc. York, PA Jun 2018 - Jun 2021 3
Primerica Financial Services York, PA Jul 2017 - Jun 2021 3
Tnt Fireworks Chambersburg, PA May 2019 - Jan 2021 1
Giant Food Stores, LLC York, PA Dec 2019 - Mar 2020 < 1
The Home Depot East York, PA May 2018 - Nov 2019 1
Stellar Building Services, LLC York, PA Jan 2016 - Aug 2017 1
Eastern York High School Wrightsville, PA Aug 2013 - Jun 2017 3
Eastern York Middle School Wrightsville, PA Dec 2012 - Aug 2013 < 1
Spring Grove Area Middle School Spring Grove, PA Aug 2011 - Dec 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Tanner R. Williams
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • NJ
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    27,972
    MILLIONS
  • Total Number of Accounts
    70,048
    ACCOUNTS
  • Average Account Value
    $399,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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